Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,069 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,617 | $47,898-34.0% | $117,533-73.1% | $64,819-51.2% |
| Participation rate | 94.4% | 61.9%+32.6pp | 70.6%+23.8pp | 71.5%+23.0pp |
| Annual return | 2.28% | -15.54%+17.8pp | 29.77%-27.5pp | 32.84%-30.6pp |
| Employer contribution / active EE | $6,921 | $1,774+290.1% | $4,179+65.6% | $2,507+176.1% |
| Participant deferral / active EE | $13,653 | $3,151+333.4% | $4,072+235.3% | $4,311+216.7% |
| Admin fee / account holder | $5 | $132-96.0% | $5,647-99.9% | $188-97.2% |